Please check here how Artificial Intelligence AI can help you with Portfolio Slicer

VidasMatelis

Chat GPT support for Portfolio Slicer
Link: https://chatgpt.com/g/g-69475d6a54f48191bbb572c7ccefced1-portfolio-slicer-coach

🧭 New: Portfolio Slicer Coach (Beta) — Interactive Help for Portfolio Slicer Users

I’m happy to share something new we’re experimenting with — the Portfolio Slicer Coach.
This is a beta project that uses ChatGPT technology to provide interactive help, explanations, and troubleshooting for Portfolio Slicer.

💡 What It Does

Portfolio Slicer Coach is designed to help you:

Understand how Portfolio Slicer components work — macros, modules, and sheets like UpdatePriceHistory, Symbols, and PSSettings.
Troubleshoot refresh or data update issues with clear, step-by-step guidance.
Get explanations that link directly to the latest Portfolio Slicer documentation and related forum discussions.
Learn how to interpret your own holdings, transactions, and performance data.

It’s meant to act as an on-demand tutor and troubleshooting guide, so you can better understand both the technical and analytical sides of Portfolio Slicer.

⚙️ How to Access It

To use the Coach, you’ll need a free ChatGPT login at chat.openai.com.
Once logged in, you can open the Portfolio Slicer Coach directly from the link provided on the support site or documentation page.

You can start by simply describing your issue (e.g., “my prices aren’t updating”) or pasting a small sample of your data (holdings or transactions). The Coach will guide you through possible solutions and learning steps.

🔒 Privacy & Security

You do not connect your Portfolio Slicer file or provide any credentials.
You can share small data snippets (like a few rows from your Holdings or Transactions table) to help the Coach analyze and explain.
All processing happens securely through ChatGPT; data you share is only used in that chat session. No one else sees your data but you.
You should mask account names or identifiers, or remove them completely, before sharing a snippet of data.

Your Portfolio Slicer workbook always stays on your computer.

⚖️ Licensing & Accuracy Notes

This tool is an independent educational assistant, not part of the Portfolio Slicer software itself.
It’s built on publicly available documentation and forum information, and does not run any macros or change your data.

Because it’s powered by ChatGPT, its answers may not always be 100% accurate — especially for rare or very recent issues. However, it does check the latest documentation and forum discussions to stay up-to-date. We’ll continue refining it based on your feedback.

🧪 Beta Experiment — Your Feedback Matters!

This is an experiment to see how useful an AI assistant can be for the Portfolio Slicer community.
I’d really appreciate your thoughts — what worked, what didn’t, what it got wrong, and what felt most helpful.

Please post all your feedback, bugs, or suggestions in this same support thread. Your input will help decide whether and how we expand or refine the Coach going forward.

markbates

I modified the PS Coach to help with extracting transactions from downloaded broker CSV files and PDF files from Schwab, Fidelity, Vanguard and Chase specifically. It will work better with downloaded CSV files --- don't do anything other than download it from the broker and then upload it into the PS Coach and ask it to create a transaction set. If all you have is a PDF report you can upload that, but the result may not be 100% effective depending on how well it extracts the text. It is actually pretty good, but not perfect. We can further modify the instruction set to work better -- we just need the necessary feedback after you try it.

The idea that this tool can extract a transaction set easily is particularly appealing.